Can I use one workflow for both Microsoft Dynamics CRM and SharePoint 2013 list? Any Idea

  • Is it a SharePoint on-premises list? Your tag says SharePoint-online but the question says sp2013. If you are looking for SP online list you will find the detailed answer below. – Venkat Konjeti Jun 22 '17 at 22:53
  • @Venkat My environment is SharePoint 2013. I made correction. Thanks – Sara Jun 23 '17 at 13:55
  • Microsoft Dynamic CRM is also on-premises? – Venkat Konjeti Jun 23 '17 at 14:08
  • Yes you're right. – Sara Jun 23 '17 at 14:10
  • Did you ever try SharePoint workflow HTTP Web Call action? I have not worked with Dynamic CRM. But HTTP Web Call action is intended to interact with different systems using REST API – Venkat Konjeti Jun 23 '17 at 14:14

You can work with Microsoft Dynamics and SharePoint lists at a time using Microsoft Flows in Sharepoint online.

There are out of the box flow templates to understand how it works.

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You can also achieve multiple business cases using custom flows without compromising with security Example cases as follows

  1. Update records in Dynamics when an item inserted/updated/deleted from SharePoint.
  2. Update SharePoint when an item inserted/updated/deleted from Dynamics.
  3. You can also integrate these systems with other cloud systems also.

These very simple and easy to configure in minutes without writing a single line of code.

Learn Microsoft Flows

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